Broker Check

5764 Sunnybrook Drive Sioux City, IA 51106

(712) 224-4651
info@efs4u.com
Client Portal
16 Jan
Taxes in Retirement

Description

Thursday, January 16, 2020
11:00am - 12:30pm
Morningside Library
4005 Morningside Ave
Sioux City, IA 51106
During this event, Dana Baldridge, BFA™will offer advice and techniques to those retired, or near retirement.
In addition to the Tax Changes, we will cover a variety of topics, including:
  • How to overcome the 5 biggest obstacles to a successful retirement
  • Shifting from accumulation to income and preservation of assets
  • Hidden fees inside of your mutual funds and 401k accounts
  • Pensions and Social Security – when and how to claim
  • Financially and mentally preparing for retirement
If you haven't attended this workshop now is the time!
RSVP today 712-224-4651

Date and Time

Thu, Jan 16, 2020

11:00a - 12:30p CST

Location

Morningside Library

4005 Morningside Ave
Sioux City , IA 51106
View on Map
PT1H30M

Event Registration